posted on 22nd April 2017 in Market Commentary

There was no shortage of angst in the investment community that a Donald Trump victory in last year’s election would send shares down sharply, at least in the immediate aftermath of a Trump win. In reality, just the opposite happened, with stocks surging in the wake of his surprise victory. The pre-election day conventional wisdom […]

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posted on 17th April 2017 in Austin CFP Team Posts

This is an excerpt from Chapter 5 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

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posted on 13th April 2017 in Austin CFP Team Posts & Your Financial Advisor

Everyone has a different perspective on people, values and philosophies they want to help guide them in life. As we grow and learn, we realize some associations or ideas we have had are unreliable; wisdom in part should be the letting go of these, replacing them with reliable associations. Reliability can be known both experientially […]

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posted on 10th April 2017 in Austin CFP Team Posts

This is an excerpt from Chapter 4 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

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posted on 4th April 2017 in San Diego CFP Team Posts & WorthPointe News

We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]

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03 Apr 2017

Women and Investing

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posted on 3rd April 2017 in Austin CFP Team Posts

This is an excerpt from Chapter 3 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

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posted on 2nd April 2017 in Austin CFP Team Posts

Top 5 Financial Tips For Doctors From Morgan H. Smith Jr. IMBA CFP® Beverly Hills, known for its excellence in products and services, attracts an incredible number of talented physicians from the best medical institutions in the country. Establishing a business in Beverly Hills can provide for exceptional opportunities. Unfortunately, many physicians are preyed on […]

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29 Mar 2017

The Future is Now

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posted on 29th March 2017 in LA/OC CFP Team Posts

Many people focus on how much money they need to accumulate so they can stop working. The question then becomes, “How do I get there?” Most of us contribute to a 401(k) at work, but often just enough to capture any employer matching funds. Let me tell it to you straight. If you are contributing […]

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